+34.8%
SMCI vs NTAP
+144.6%
-109.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NTAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.6% | -3.4% | -3.5% |
| 7D | -1.3% | -1.0% | -0.3% | -0.5% |
| 30D | +18.3% | -7.5% | +25.8% | +26.2% |
| 3M | +27.7% | +14.6% | +13.1% | +13.0% |
| 6M | +17.6% | +91.0% | -73.4% | -33.9% |
| YTD | +27.7% | +73.7% | -46.0% | -22.5% |
| 1Y | -14.9% | +51.2% | -66.1% | -41.5% |
| All | +34.8% | +144.6% | -109.8% | -30.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NTAP.
Daily Out/Under-Performance
Portfolio return minus NTAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTAP return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded NTAP wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling